Christopher Miller Email & Phone Number

Saint Paul, Mn, Us

Saint Paul, Mn, Us

Arden Hills, Minnesota, United States

Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Minneapolis, Mn

-Evaluate customer desires and upsell on merchandise to receive higher sales commissions.-Conduct transactions with customers on behalf of U.S. Bank Stadium.-Maintain a personable character to provide event attendees with information.

Minneapolis, Minnesota, United States

-Facilitated meetings with clients to understand their financial goals and concerns, and providesolutions in the form of product recommendations and financial advice.-Supplied information to clients regarding financial products and services.-Performed analysis of client portfolios using software such as MoneyGuidePro and Morningstar.-Communicated with clients via telephone and scheduled appointments to create new business.-Cultivated and fostered ongoing relationships between Thrivent and their clientele.

Minnetonka, Minnesota, United States

-Manage State Withholding Tax accounts on behalf of clients.-Adhere to all client deadlines in order to meet all Tax regulatory deadlines and needs.-Import and reconcile data based on client needs.-Perform timely and accurate submission of remittances to federal and state agencies.-Identify process improvements and offer suggestions to build internal efficiencies and reduce risk.-Provide training to clients as needed to navigate proprietary software solutions.

Minneapolis, Minnesota

-Directly assisted a top financial advisor (#25 out of 4,800 nationally).-Prepared and compiled client meeting documents and forms.-Performed client portfolio and financial statement analysis.-Utilized retirement planning projection software to forecast client needs.

Minneapolis, Mn

-Aided financial advisor and team members with day-to-day operations.-Compiled and edited detailed summary of practice for financial advising team.-Updated checklists, documents, and other administrative paperwork.

Bachelor'S Degree, Finance And Financial Management Services, Senior

Activities and Societies: Sports Business Club, Cru, Accounting Club, Investments Club, and Ski and Snowboard Club.

Education record

Activities and Societies: DECA, Football, Cru, Band, Trap Shooting.